CCFE vs VYM
Concourse Capital Focused Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | CCFE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.04% | |
| AUM | $40M | $81.6B | |
| Dividend Yield | 0.02% | 2.24% | |
| Holdings | 24 | 616 | |
| YTD Return | -2.75% | +14.84% | |
| 1Y Return | -7.30% | +20.88% | |
| 3Y Return (annualized) | - | +18.34% | |
| 5Y Return (annualized) | - | +12.04% | |
| Volatility (annualized) | 23.6% | 14.6% | |
| Max Drawdown | -21.1% | -58.8% | |
| Fund Family | Concourse Capital | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 11, 2025 | Nov 10, 2006 |
CCFE vs VYM Performance
Concourse Capital Focused Equity ETF (CCFE) is a ETF from Concourse Capital and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year CCFE returned -7.30% while VYM returned +20.88%. Year to date, CCFE is down 2.75% versus a gain of 14.84% for VYM.
Risk: Volatility and Drawdowns
CCFE has been the more volatile fund, with annualized monthly volatility of 23.6% compared with 14.6% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -21.1% for CCFE and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CCFE charges 0.95% per year while VYM charges 0.04%. On a $10,000 position that is $95 vs $4 annually, a gap of $91 per year that compounds over a long holding period. On income, CCFE currently yields 0.02% against 2.24% for VYM.
Holdings Overlap
CCFE and VYM share 3 holdings out of 625 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CCFE or VYM?
CCFE has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $91 per year of difference.
Which performed better, CCFE or VYM?
Over the past year CCFE returned -7.30% vs +20.88% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), CCFE annualized +4.86% vs +7.01% for VYM. Past performance does not guarantee future results.
Which is riskier, CCFE or VYM?
CCFE has been the more volatile fund at 23.6% annualized versus 14.6% for VYM. Worst drawdown: CCFE -21.1% vs VYM -58.8%.
Should I hold both CCFE and VYM?
CCFE and VYM have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CCFE and VYM?
CCFE and VYM share 3 common holdings with a 0.1% weight overlap. Combined, they hold 625 unique securities.
Which pays a higher dividend, CCFE or VYM?
CCFE yields 0.02% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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